Enhanced Certified
Financial Counselor Program

in partnership with

The Louisiana Credit Union League (LCUL) has worked for numerous years alongside CUNA providing detailed feedback from students as well as administrative input on CUNA’s Certified Financial Counseling Program (FiCEP). We aided in the overhaul of the structure from eight exams to the current two exam format. LCUL is excited to now offer an enhanced version of the program to not only our students but other state leagues as well.

In an effort to assist other state leagues who would like to offer the Enhanced FiCEP program, we are excited to offer the following package options:

Base Package

  • Welcome letter email template that you can use for your student group
  • A dedicated website for partner leagues; each partner league's logo will be featured on the site
  • Short Welcome Video from Instructor with Program Overview
  • Eight archive tutorial webinars to recap and highlight each module
  • A fill-in-the-blank study guide to accompany each webinar
  • Two exam prep videos
  • Downloadable Student Success Plan (an organizational tool for students)
  • Dedicated email FICEP@lcul.com for student questions to the instructor
  • Tool kits with additional resources

Add-On

Option 1

  • Two In-person training and testing days
  • Instructor-led exam reviews with Q&A opportunity for 90 minutes
  • Administration of online exam (2-hour maximum time limit)
  • Interactive workshop program: Midterm workshop includes counselor role-playing scenarios, spending plans, budget worksheets, and best practices. Final Exam workshop includes mind mapping program implementation, successful tracking methods, marketing ideas.

Option 2

  • One in-person training day to include counselor role-playing scenarios, spending plans, budget worksheets, mind mapping program implementation, successful tracking methods, marketing ideas, and best practices at the conclusion of the program
    Note: League is responsible for administering and proctoring test.

Each league will handle their own student registration process including setting your own course fees, invoicing students and book shipments through CUNA. If you are opting for the live training, we will also need your requested in-person training dates. Please provide at least two training date options for the mid-term and two for final for the trainer to choose from.

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Meet The Instructor

The instructor for the course is LCUL’s SVP of CU Support, Susie Fair. With a passion for financial education initiatives, Susie has been providing content, guidance, and instruction to credit unions on this subject matter for many years. Overwhelming student feedback along with skyrocketing exam pass rates prove her commitment to the program and the student’s success.

For more information, contact Jody Brooks, LCUL VP of Professional Development, at jbrooks@lcul.com or (504) 736-3650, ext. 3010